Beacon Trust Services
Since 2009 Beacon Trust Services has partnered with Members Trust Company to provide local trust and investment management services such as:
With our new FlexIRA™, you can pick your payout based on your needs…and theirs.
Flex Standard
Lump sum available to beneficiary
Beneficiary’s ChoiceFlex Protected Access
Limits payout to stretch over
10 years or lifetime, with optional distributions for beneficiary’s health, education, maintenance & support
Account Holder’s ChoiceFlex Trust
IRA payout to Inheritance Protection Trust, Special Needs Trust, and/or Charitable Trust, with Members Trust Company serving as corporate trustee
Account Holder’s Choice
David VanCamp
Trust Officer
(260) 563-7443, ext. 2013
Trust services provided by Members Trust Company, a federal thrift regulated by the Office of the Comptroller of the Currency. Trust and Investment products are not federally insured, are not obligations of or guaranteed by the credit union or any affiliated entity, involve investment risks, including the possible loss of principal. This is for informational purposes only and is not intended to provide legal or tax advice regarding your situation. For legal or tax advice, please consult your attorney and/or accountant.